Core Insights - The commercial vehicle sector experienced a slight increase of 0.02% on October 9, with Jinlong Automobile leading the gains [1] - The Shanghai Composite Index closed at 3933.97, up 1.32%, while the Shenzhen Component Index closed at 13725.56, up 1.47% [1] Stock Performance Summary - Jinlong Automobile (600686) closed at 12.35, with a rise of 9.00% and a trading volume of 713,600 shares, amounting to a transaction value of 863 million [1] - Yutong Bus (600066) closed at 27.95, up 2.72%, with a trading volume of 238,000 shares, totaling 660 million [1] - China National Heavy Duty Truck Group (000951) closed at 17.52, increasing by 1.80%, with a trading volume of 134,200 shares, amounting to 23.4 million [1] - Hanma Technology (600375) closed at 8.24, up 1.73%, with a trading volume of 1,994,300 shares, totaling 814 million [1] - Other notable performances include FAW Jiefang (000800) at 7.09 (+1.14%) and Foton Motor (600166) at 2.77 (+1.09%) [1] Capital Flow Analysis - The commercial vehicle sector saw a net outflow of 447 million from institutional investors, while retail investors contributed a net inflow of 214 million [2] - The main capital inflow and outflow for key stocks include: - Jinlong Automobile: Net inflow of 14.56 million from main capital, but net outflows from both retail and speculative capital [3] - FAW Jiefang: Net inflow of 21.27 million from main capital, with outflows from speculative and retail investors [3] - Yutong Bus: Net inflow of 11.79 million from main capital, with a significant net inflow from speculative capital [3]

前不久，工信部发布了关于《道路机动车辆生产企业及产品公告》（第399批）新产品公示（下 称"第399批公示"）。据第一商用车网统计，其中共有148款新能源重卡新品参与申报（全文仅统计 总质量不低于14吨车型），数量较398批公示仅减少1款。这些申报车型分别来自中国重汽、一汽解 放、徐工集团、三一集团、福田汽车、东风公司、远程新能源商用车、江淮汽车、北奔重汽、北汽重 卡、陕汽集团、庆铃汽车、中车电动、厦门金龙、南京金龙、广西申龙等65家企业。下面，让我们 来看一看这些申报车型有哪些亮点吧。 由上图清晰可见，在第399批公示的148款新能源重卡中，充电重卡申报最多，数量达109款，占比 超过7成，达到73.65%；其次便是换电重卡，申报数量为17款，较398批增加21.43%；紧随其后 的是燃料电池重卡，申报数量为15款，较398批增加200%；最后是插混（含增程）重卡，申报7款 车型，较398批增加16.67%。 更细化来看，在109款充电重卡申报车型中，4×2重卡数量最多，申报69款；其次是8×4重卡，申报 23款；最后是6×4重卡，申报17款；在17款换电重卡申报车型中，8×4重卡申报7款，6×4重卡申报 ...

二十届中央纪委四次全会强调，要推动完善党和国家监督体系，以党内监督为主导，推动党委（党组） 履行全面监督职责，加强对各类监督主体的领导和统筹，确保党的领导和监督一贯到底。实践中，中央 纪委国家监委驻中国第一汽车集团有限公司纪检监察组（以下简称驻中国一汽纪检监察组）聚焦坚持和 加强党的全面领导、落实管党治党政治责任、提升监督全覆盖有效性，着眼商业一类企业市场充分竞 争、产业布局涵盖面广的特点，加快健全完善符合中国一汽实际的监督体系，着力推动制度优势更好转 化为治理效能。 以党内监督为主导，推动党的领导和监督一贯到底、落地生根 党内监督是各类监督发挥作用的方向引领和根本支撑，党内监督有力有效，才能主导引领其他各类监督 找准定位、发挥作用。驻中国一汽纪检监察组紧盯"关键少数"，充分发挥"派"的权威和"驻"的优势，推 动驻在企业党委认真抓好党内监督责任落实。 压实主体责任，推动履责担责。督促企业党委切实加强领导，把党内监督工作列入重要议事日程，经常 研究存在的突出问题，确定目标任务并作出部署；严格落实民主集中制，规范议事规则和决策程序，重 大问题集体研究；定期召开民主生活会，班子成员坦诚交流思想，严肃认真开展批评与自 ...

Core Viewpoint - The automotive market in September saw significant activity with nearly 80 new models launched, leading to record sales for several companies, particularly in the new energy vehicle sector [2]. Group 1: BYD - In September, BYD achieved total sales of 396,270 vehicles, a year-on-year decline of approximately 5.52% but a month-on-month increase of about 6.06% [3]. - Cumulatively, BYD sold 3.26 million vehicles from January to September, representing a year-on-year growth of 18.64% [3]. - Overseas sales of passenger cars and pickups reached 70,851 units in September, marking a year-on-year increase of 107% [3]. Group 2: SAIC Motor - SAIC Motor's sales for September included over 97,000 units from the Roewe and MG brands, a year-on-year increase of over 52% [4]. - The sales of Zhiji Automotive reached 11,107 units in September, a month-on-month increase of 81.8%, setting a brand record [4]. - The total sales for SAIC Volkswagen in September were 91,300 units, with a month-on-month growth of 1.4% [4]. Group 3: China FAW Group - In September, China FAW Group sold over 302,000 vehicles, a year-on-year increase of 6.3% [5]. - The Hongqi brand saw cumulative sales of 340,000 units, with a year-on-year growth of 8.8% [5]. - The sales of the new energy segment under the Benni brand increased by 164.5% year-on-year [5]. Group 4: Chery Group - Chery Group sold 280,469 vehicles in September, a year-on-year increase of 14.7% [5]. - The group’s new energy vehicle sales reached 91,590 units in September, a year-on-year increase of 55.4% [5]. - Cumulatively, Chery Group surpassed 2 million vehicle sales in 2023, achieving this milestone at the fastest pace in its history [5]. Group 5: Geely Automobile - Geely's September sales reached 273,125 vehicles, a year-on-year increase of 35% [6]. - The total sales for Geely from January to September reached 2.17 million units, a year-on-year growth of 46% [6]. - Geely's new energy vehicle sales in September were 165,201 units, with a year-on-year increase of 81% [6]. Group 6: Changan Automobile - Changan's total sales in September were 266,000 vehicles, a year-on-year increase of 25% [7]. - New energy vehicle sales reached 103,000 units, marking a year-on-year increase of 87% [7]. - The sales of the Deep Blue brand reached 33,626 units in September, a year-on-year increase of 48.1% [7]. Group 7: Great Wall Motors - Great Wall Motors sold 133,639 vehicles in September, a year-on-year increase of 23.29% [8]. - The sales of Great Wall's new energy vehicles reached 45,961 units, a year-on-year increase of 52.55% [8]. - Cumulatively, Great Wall Motors sold 923,358 vehicles from January to September, a year-on-year growth of 8.15% [8]. Group 8: Dongfeng Motor - Dongfeng's sales in September reached 157,000 vehicles, a year-on-year increase of 1.3% [9]. - The sales of the Yipai brand reached 30,256 units, a year-on-year increase of 15.8% [9]. - The Lantu brand delivered 15,224 vehicles in September, a year-on-year increase of 52% [9]. Group 9: GAC Group - GAC's Aion brand sold 29,113 vehicles in September, a month-on-month increase of 7.65% [10]. - Aion's sales in Portugal marked the brand's entry into the European market [10]. Group 10: New Energy Vehicle Startups - Leap Motor achieved a record monthly delivery of approximately 66,700 vehicles in September, a year-on-year increase of 97% [10]. - XPeng Motors delivered about 41,600 vehicles in September, a year-on-year increase of 95% [11]. - Xiaomi Motors also surpassed 40,000 deliveries in September, exceeding the figures of Li Auto and NIO [12].

关注 「电动车公社」 和我们一起重新思考汽车 一夜之间，一汽成了大疆车载业务的最大股东！ 9月22日，据市场监督管理总局公示， 一汽拟增资并收购卓驭科技 35.8% 的股权 ， 此前的大股东 New Territory则以 34.85%的股份，"退居"第二大股 东。 | | HARD I In MALA LE SEAR | | --- | --- | | 案件名称 | 中国第一汽车股份有限公司收购深圳市卓驭科技有限公司股权案 | | | 中国一汽股份有限公司("一汽股份")与 New Territory | | | Technology Company Limited ( "New Territory" )、深圳市卓驭科技 | | | 有限公司("卓驭科技")签署协议,拟增资并收购 New Territory | | 交易概况(限 | 持有的卓驭科技的股权。卓驭科技主要从事先进驾驶辅助系统 | | 200 字内) | (ADAS) 业务。交易前,New Territory 持有卓驭科技 70.65%的股 | | | 权,单独控制卓驭科技。交易后,一汽股份持有卓驭科技 35.80%的 | | | 股权,New ...

随着市场需求的迅猛增长，各主机厂对新能源轻卡也不断加码。在工信部近期发布的第399批 新车公示中，有哪些看点值得关注？请看第一商用车网的分析报道。 | | | | | | 工信部第399批新车公示新能源轻卡底盘一览 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 序号 | 企业名称 | 产品型号 | 产品名称 | 动力类型 | 电机生产企业/型号 | 电机功率 | 储能装置种类/生产企业 | 友动机厂家/功 NH | 总质量 | | | | | | | | (kV) | | (kv) | (kg) | | | | DLP1040FCE | 燃料电池载 | | 博世汽车 | | 磷酸铁锂 | 质子交换膜 | | | 1 | 德力新能源 | | | ज्ञ न | | 167 | | 风氢扬氢能科技/ | 4492 | | | | VT22H | 货汽车底盘 | | TZ230XS001 | | 宁德时代 | 扬青动力 | | | | | BJ1045FCEV | 燃料电池载 | 氢气 | 北汽福田 | | 磷酸铁 ...

Core Viewpoint - In September 2025, China's monthly sales of new energy heavy trucks exceeded 20,000 units for the first time, marking a year-on-year increase of 252% [1]. Group 1: Market Performance - In September, the new energy tractor truck segment saw an addition of 17,900 units, representing a year-on-year surge of 279% and a month-on-month increase of 37% [5]. - The new energy tractor truck market achieved a record monthly sales figure, with a total of 17,900 units sold, which is approximately 3.8 times the sales from September of the previous year [5][20]. - The growth rate of 279% in September for new energy tractor trucks outpaced the overall market growth of 252% for new energy heavy trucks [5]. Group 2: Regional Insights - In September, 30 provincial-level administrative regions in China reported new additions of new energy tractor trucks, with 25 regions adding over 100 units each [6]. - Shanghai led the regions with over 3,000 new energy tractor trucks added in September, continuing a three-month streak of surpassing this figure [6]. Group 3: Company Performance - Seven companies achieved monthly sales exceeding 1,000 units in September, with Jiefang leading at 3,426 units, followed by Xugong with 2,926 units and Sany with 2,348 units [10][11]. - The top ten companies in the new energy tractor truck market all experienced significant year-on-year growth, with Jiefang, Xugong, and Sany being the top three competitors [12][14]. - Cumulatively, from January to September 2025, new energy tractor truck sales reached 96,200 units, reflecting a year-on-year increase of 257% [14]. Group 4: Market Share - The top five companies in the new energy tractor truck market hold market shares exceeding 10%, with Jiefang at 16.85%, Xugong at 15.72%, and Sany at 14.26% [18]. - The competition in the new energy tractor truck market remains intense, with companies frequently changing positions in the rankings [18].

2 025年，新能源重卡在传统销售淡季的7月份和8月份同比分别暴涨了185%和169%，其 中7月份创造了史上最高月销量纪录。 淡季都如此之旺，进入真正的销售旺季呢？ 当然是更火爆了。 请看第一商用车网带来的新能源重卡市场观察。 解放/徐工/三一超3000辆争冠，联合重卡暴涨9.5倍 根据北斗入网新增统计，2025年9月份，有13家企业新能源重卡销量超百辆，其中有11家 企业销量超过300辆，月销量破千的企业都有7家（与上月持平）。排名前三位的企业销量 均超过3000辆，解放斩获月榜销冠，销量达到3832辆；排名月榜第2、3位的徐工、三一 销量分别达到3492辆和3171辆；排名月榜4、5位的重汽和陕汽销量也双双超过2000辆， 分别达到2444辆和2355辆；福田和东风排名月榜第6、7位，分别销售1830辆和1243 辆；远程销售943辆排名第8位；联合重卡和江淮分列9、10位，9月份分别销售412辆和 366辆。 9月新能源重卡新增2.16万辆，同比大涨252% 根据第一商用车网掌握的最新数据，2025年9月份，全国共新增新能源重卡2.16万辆（本 文数据来源为重型货车北斗营运证入网销量口径，非交强险销量 ...

Core Viewpoint - The article emphasizes the increasing competition in the new energy heavy truck market, highlighting the importance of core components, particularly the electric drive axle, in determining the performance and efficiency of these vehicles [1]. Group 1: Electric Drive Axle Products - Dongfeng Dana EP35D electric drive axle features a highly integrated design that reduces weight significantly while achieving system efficiency over 94% [5][6]. - The HanDe HDE11.5t electric drive axle supports an 800V high-voltage system, improving charging efficiency compared to traditional 500V platforms, and enhances efficiency by 2%-6% over competitors [7][9]. - The Fastec Blue Chariot FS2EA500 electric drive axle is designed for medium and heavy trucks, offering a maximum output power of 700 kW and a torque of 50,000 Nm, ensuring performance in heavy load conditions [10][13]. - The FAW Jiefang integrated electric drive axle outputs a torque of 30,000 Nm, achieving a 3.7% efficiency improvement and a B10 lifespan of 1 million kilometers [14][16]. - The China National Heavy Duty Truck MCE12ZQ electric drive axle features a "dual-machine dual-link" design, achieving over 94.5% system efficiency and allowing for automatic adjustment of gear ratios based on load conditions [17][19]. - The TeBaJia KEA210-3S40K electric drive axle is adaptable for various scenarios, with a rated/peak power of 210/310 kW and a maximum output torque exceeding 50,000 Nm, catering to diverse operational needs [20][23]. Group 2: Market Trends and User Considerations - The demand for electric heavy trucks is expected to surge post-2025, making the choice of electric drive axle brands and models a critical factor for users during the purchasing process [23].

每经编辑｜毕陆名 10月1日，小米汽车等造车新势力相继发布9月份的交付数据。 小米汽车9月交付量超过40000台。 理想汽车公布9月交付数据。2025年9月，理想汽车交付新车33,951辆。2025年第三季度，理想汽车交付93,211辆。截至2025年9月30日， 理想汽车历史累计交付量为1,431,021辆。 小鹏汽车公布最新交付成绩：2025年9月，小鹏汽车共交付新车41,581台，同比增长95%，环比增长10%，单月交付量突破4万台，创下历 史新高。2025年1~9月，小鹏汽车累计交付新车313,196台，同比增长218%。 零跑汽车9月全系交付再创新高，达66657台，同比增长超97%，月销量首次突破6万台。 蔚来汽车9月交付34,749辆汽车，同比增长64.1%。在截至2025年9月的三个月内，蔚来共交付了87,071辆汽车，同比增长40.8%。截至2025 年9月30日，累计交付量已达到872,785辆。 一汽丰田公布9月销售业绩：9月销售新车71031辆；1~9月累计销售新车587011辆，同比增长9.3%。 每日经济新闻综合公开信息 封面图片来源：视觉中国 ...